Alpha Wealth Strategies, an investment adviser registered with the SEC, is a small, boutique investment and financial planning firm. The firm provides investment advice and financial guidance to a small number of wealthy families who value the objectivity that comes with engaging a fee-only, boutique firm focused on their unique needs and concerns. Clark M. Blackman II, founder, president and nationally recognized planner/advisor, works directly with every client of the firm on an intimate and on-going basis. He has 26 years of financial, tax and investment experience working with wealthy families and successful entreprenuers around the country; in 2004 he was recognized as one of the 100 most exclusive wealth advisors in America and was on the Worth magazine list of top planners in the U.S for ten years in a row.
Currently the firm serves families in Texas, Colorado, California, South Carolina and New Mexico. Although the firm's primary office is in the beautiful, wooded community of Kingwood, Texas, an office in the West Loop area on Post Oak Boulevard provides convenient access for clients living in the River Oaks and Tanglewood communities of Houston.
What you, as a client, can expect from Alpha Wealth Strategies:
To command the time and attention of one of the premier wealth advisors in the country
To be constantly and consistently treated with respect and professional courtesy
To have your time, concerns, needs and personal requirements made a top priority, whenever the need arises
To know your advisor will be intimately familiar with your personal situation and will be knowledgeable and experienced in the investment and planning strategies employed.
Alpha Wealth Strategies is a financial planning and Registered Investment Adviser headquartered in beautiful Kingwood, Texas. We provide fee-only financial planning services and investment consulting and advice. Independent from product sales and brokerage firms, Alpha Wealth Strategies avoids potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies, and we do not sell any financial products.
We work with successful people who have accumulated wealth and are interested in tried and true strategies for investing to preserve what they have accumulated. Account minimums are set at $5 million. Alpha Wealth Strategies' clients work directly with the owner/founder. The firm's services are geared toward the knowledgeable, experienced investor who can appreciate the time tested approach of long term, strategic asset allocation and manager selection employed by institutional investors. A prudent and well defined process is followed to ensure that uncompensated risks are avoided and optimal returns are achieved over time, relative to the risk accepted in the portfolio strategy.
Financial objectives may include:
Preserving personal wealth for yourself, your spouse and heirs
Establishing planned giving strategies and creating charitable legacies
Increasing peace of mind through the knowledge you are following prudent, proven strategies for financial success
Maximizing wealth transfers during your lifetime and at your death
Minimizing the risk of financial catastrophe
Protecting against inflation and imprudent investment strategies
Reducing income tax burdens through tax sensitive investment strategies
Establishing a cash flow strategy that fits within the context of the family's overall wealth goals
Clark M. Blackman II is Founder and President of Alpha Wealth Strategies. He has been recognized by Worth magazine as one of the “Best Financial Advisors in America” from 1996 through 2004. In January, 2004, he was selected by Robb Report Worth publishers as one of “The Nation’s 100 Most Exclusive Wealth Advisors”. He has contributed to four books on financial and investment planning and fiduciary issues: “Tips from the Top – Targeted Advice from America’s Top Money Minds” by Alpha publishing; “Building a $1,000,000 Nest Egg”, one of the Inside the Minds series published by Aspatore Press; “Prudent Investment Practices…A Handbook for Investment Fiduciaries” published by the Foundation for Fiduciary Studies; and “The New Fiduciary Standard” published by Bloomberg Press.
Before joining Investec Advisory Group, L.P. and Post Oak Capital Advisors, Inc. in 1999, Clark was a National and Regional Director with Deloitte & Touche, LLP in the investment consulting services area. He has served on boards overseeing the investment practices of both Price Waterhouse Coopers and Deloitte & Touche and was one of 12 members of D&T’s Private Client Advisors Creative Services Committee, charged with identifying and developing wealth management strategies for the firm’s national estate planning, income tax and investment consulting practices. His clients have included CEO’s and other senior top executives of such companies as NCR, Kmart, Allied Signal, Shell Oil, Kelsey Hayes, Dana Corporation, Marathon Oil and Detroit Edison.
Clark was one of eight experts serving on the national “Resource Panel” for the AICPA’s (American Institute of Certified Public Accountants) Center for Investment Advisory Services and led the “Prudent Practices” Task Force responsible for the technical editing of “Prudent Investment Practices…A Handbook for Investment Fiduciaries”. He is a member of the Executive Committee of the AICPA Personal Financial Planning Division and participates on that organization’s “Competency” Task Force. He was presented the “Distinguished Service to the Profession” award by the Houston CPA Society in 2004 and was inducted into the AICPA’s Hall of Fame in October, 2005. Clark has been a featured speaker at numerous national conferences of the AICPA, the Institute of Certified Financial Planners, the National Association of Personal Financial Advisors and the American Association of Individual Investors over the years and participated as a round-table expert on fiduciary issues at the 2005 AICPA PFP Conference in Puerto Rico in January, 2005; and in April presented his perspectives on “Prudent Investment Practices for Advisors to Fiduciaries” at the annual 2005 Spring Accounting Expo in Houston. He has written or co-authored over 50 articles on financial planning topics published over the past 15 years. He is a founding member and charter board member of both the Society of Fiduciary Advisors and the National Council of Financial Fiduciaries.
Clark obtained his BBA degree in finance in 1979 from the University of Iowa Tippee College of Business (“With Distinction”) and received his graduate degree in accounting from the University of Iowa Graduate School in 1980. He has worked in the financial services industry since 1980 and has lived in Houston since 1995. Clark is a member of the CFA Institute, the American Institute of Certified Public Accountants, the Investment Management Consultant’s Association and the Financial Planning Association.
He has served on the Investment Committee of the Greater Houston Community Foundation since 1998 and its Budget and Planning Committee from 1996 through 1998.